Accounts for

Businesses and Corporations

Accounts for
Businesses and Corporations

learn more about the Business iCore account

What are your business goals?

We offer professionally managed accounts for businesses seeking:

  • long-term investment growth
  • tax-advantaged investments and strategies
  • short-term savings for major purchases
  • broad exposure to investment products and global markets
  • ultra-low-fee core accounts
  • highly-competitive managed account fees
  • alternative solutions for year-end excess capital
  • improved cash flow for regular purchases
  • additional collateral for bank loans

The Business iCore Account

In addition to offering regular business accounts, retirement plans, and 401ks, the Galleon Business iCore account is designed specifically for businesses looking to achieve specific goals, enhance cash flow, build equity, and invest excess year-end funds back into their own business.

Corporate Account

A Corporate account is established by a legal entity (profit or non-profit), authorized by a state, ordinarily consisting of an association of numerous individuals. A corporation can acquire assets, enter into contracts, sue or be sued, and pay taxes in its own name. Prime and Asset Management Accounts are managed by a Financial Adviser.

Wealth and Private Wealth Management Accounts qualify for Galleon Flagship Services, and are managed by a Wealth Manager.

Partnership Account

A Partnership account is established by an association of two or more persons who have an established partnership agreement to carry on, as co-owners, a business for profit. The accounts are not subject to taxation. Instead, the taxes flow through to the individual partners and are reported on their personal income tax returns. Prime and Asset Management Accounts are managed by a Financial Adviser.

Wealth and Private Wealth Management Accounts qualify for Galleon Flagship Services, and are managed by a Wealth Manager.

Limited Liability Company

A Limited Liability account offers some of the most popular benefits of partnership and corporate accounts. It offers the pass through tax status of the partnerships, and the limited personal liability of corporations. The liability of the company and its owners is limited to their investment. Prime and Asset Management Accounts are managed by a Financial Adviser.

Wealth and Private Wealth Management Accounts qualify for Galleon Flagship Services, and are managed by a Wealth Manager.

Retirement Plans

Employee retirement plans include 401(k) plans, 403(b) plans, employee stock ownership plans, and profit-sharing plans. A Simplified Employee Pension Plan (SEP) is a relatively uncomplicated retirement savings vehicle.

Wealth and Private Wealth Management Accounts qualify for Galleon Flagship Services, and are managed by a Wealth Manager.

+ Overview

What are your business goals?

We offer professionally managed accounts for businesses seeking:

  • long-term investment growth
  • tax-advantaged investments and strategies
  • short-term savings for major purchases
  • broad exposure to investment products and global markets
  • ultra-low-fee core accounts
  • highly-competitive managed account fees
  • alternative solutions for year-end excess capital
  • improved cash flow for regular purchases
  • additional collateral for bank loans

The Business iCore Account

In addition to offering regular business accounts, retirement plans, and 401ks, the Galleon Business iCore account is designed specifically for businesses looking to achieve specific goals, enhance cash flow, build equity, and invest excess year-end funds back into their own business.
+ Corporate

Corporate Account

A Corporate account is established by a legal entity (profit or non-profit), authorized by a state, ordinarily consisting of an association of numerous individuals. A corporation can acquire assets, enter into contracts, sue or be sued, and pay taxes in its own name. Prime and Asset Management Accounts are managed by a Financial Adviser.

Wealth and Private Wealth Management Accounts qualify for Galleon Flagship Services, and are managed by a Wealth Manager.

+ Partnership

Partnership Account

A Partnership account is established by an association of two or more persons who have an established partnership agreement to carry on, as co-owners, a business for profit. The accounts are not subject to taxation. Instead, the taxes flow through to the individual partners and are reported on their personal income tax returns. Prime and Asset Management Accounts are managed by a Financial Adviser.

Wealth and Private Wealth Management Accounts qualify for Galleon Flagship Services, and are managed by a Wealth Manager.

+ LLC

Limited Liability Company

A Limited Liability account offers some of the most popular benefits of partnership and corporate accounts. It offers the pass through tax status of the partnerships, and the limited personal liability of corporations. The liability of the company and its owners is limited to their investment. Prime and Asset Management Accounts are managed by a Financial Adviser.

Wealth and Private Wealth Management Accounts qualify for Galleon Flagship Services, and are managed by a Wealth Manager.

+ Retirement Plans

Retirement Plans

Employee retirement plans include 401(k) plans, 403(b) plans, employee stock ownership plans, and profit-sharing plans. A Simplified Employee Pension Plan (SEP) is a relatively uncomplicated retirement savings vehicle.

Wealth and Private Wealth Management Accounts qualify for Galleon Flagship Services, and are managed by a Wealth Manager.

Global Advisers Corporate Services

Interested in our services? Speak with a financial professional.

800-832-8514


Ext — 1423


Monday – Friday 8 a.m. to 8 p.m.
Saturday 10 a.m. to 4 p.m.
Eastern time

Key Facts and Highlights

Accounts for Businesses and Corporations

$500

Low initial investment account balance with complete support.

COMPLETE

Account management, support, technology, and research.

ZERO

Expense ratios. No commissions on ETF and stock transactions.

$

Cash flow strategies for ongoing expenses or purchases.

Business Solutions

When your business was first started, it was a long process. It took a lot of work. Now comes the next phase—achieving a sustainable level of growth. While we cannot know your products and services nearly as well as you, we offer our own special services to help you achieve long-term growth, increase the amount of cash that your business generates each month, and operates more efficiently.

Business Planning

Often the dreams of many, owning a business can be rewarding. However, managing your own business takes much more than hard work. You need a plan that addresses the needs of your business throughout every stage. As a business owner, you undoubtedly have specific financial priorities. Protecting your business interests means being prepared for the unexpected. To synchronize your personal and professional goals, we suggest you begin by drafting a one-page business succession plan.